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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,311 | $167,352-77.7% | $143,788-74.1% | $134,509-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.61% | 0.47%-26.1pp | -0.03%-25.6pp | 418.13%-443.7pp |
| Employer contribution / active EE | $477 | $5,620-91.5% | $4,952-90.4% | $4,741-89.9% |
| Participant deferral / active EE | $4,996 | $6,447-22.5% | $5,638-11.4% | $6,400-21.9% |
| Admin fee / account holder | $960 | $18,091-94.7% | $14,675-93.5% | $11,427-91.6% |